C.M. Bidwell & Associates’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,615
| Closed | -$93K | – | 462 |
|
2019
Q1 | $93K | Hold |
3,615
| – | – | 0.09% | 184 |
|
2018
Q4 | $86K | Hold |
3,615
| – | – | 0.09% | 190 |
|
2018
Q3 | $100K | Buy |
3,615
+1,790
| +98% | +$49.5K | 0.09% | 187 |
|
2018
Q2 | $49K | Hold |
1,825
| – | – | 0.05% | 249 |
|
2018
Q1 | $50K | Hold |
1,825
| – | – | 0.05% | 240 |
|
2017
Q4 | $51K | Buy |
+1,825
| New | +$51K | 0.04% | 245 |
|
2016
Q4 | – | Sell |
-1,070
| Closed | -$21K | – | 318 |
|
2016
Q3 | $21K | Buy |
+1,070
| New | +$21K | 0.01% | 230 |
|